Sunday, April 19, 2015
CRM 2013 Mail Merge missing record(s)
Just came across an interesting thing when running a mail merge in CRM 2013. When I click the final step to complete the merge and print and/or export, the printed results show that a record(s) is missing. I could not figure out how this was possible, but after some troubleshooting, I found that I had to remove the Next Record merge field from the last cell and/or block on the page. For whatever reason, it messes up the order of records and may leave one or more records completely out of your results.
Hope this is helpful!
Labels:
CRM,
mail merge
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